CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,657
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$21.6M
3
+$18.2M
4
META icon
Meta Platforms (Facebook)
META
+$16.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.8M

Top Sells

1
+$29.3M
2
+$25.8M
3
+$18.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.8M
5
PTON icon
Peloton Interactive
PTON
+$16M

Sector Composition

1 Consumer Discretionary 20.91%
2 Technology 19.17%
3 Communication Services 13.1%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$124K 0.01%
2,072
+838
727
$124K 0.01%
+3,400
728
$123K 0.01%
18,154
-2,881
729
$123K 0.01%
+2,000
730
$123K 0.01%
2,165
+900
731
$121K 0.01%
+5,739
732
$121K 0.01%
+1,490
733
$121K 0.01%
1,664
-3,324
734
$120K 0.01%
598
-724
735
$120K 0.01%
8,069
+7,600
736
$118K 0.01%
4,046
+4,007
737
$118K 0.01%
+9,500
738
$118K 0.01%
7,444
+2,909
739
$118K 0.01%
7,641
+6,852
740
$117K 0.01%
1,177
+170
741
$116K 0.01%
2,950
+2,353
742
$115K 0.01%
1,185
-540
743
$115K 0.01%
4,451
-5,657
744
$115K 0.01%
3,619
-1,184
745
$115K 0.01%
324
+300
746
$115K 0.01%
6,346
-33,649
747
$115K 0.01%
+2,500
748
$114K 0.01%
7,434
+3,985
749
$113K 0.01%
2,899
+300
750
$113K 0.01%
5,697
+5,400
28 29
30
31 32